Neil Quinlan
Head of Operations, and Certified Financial Planner TM at Cerity Partners
- Role
- Partner Financial Planner Head of Operations at Cerity Partners
- Location
- Louisville, KY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Partner Financial Planner Head of Operations
Jan 2023 — Present · Louisville, KY, US
Education
James Madison University
BS
Skills
- Wealth Management
- Asset Management
- Small Business
- Executive Benefits
- Estate Planning
- Military Decision Making Process
- Financial Planning
- Retirement Planning
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